October 28: Reserved for Family Members, Single-Family Office Executives, and FOX Thought Leader Council Members. In person only only. October 29-30: Open to all FOX Members. In person. If you would like to: register with an event credit register another member of your organization or are having tr...
REGISTER Click on the button above or use this link to register for the program. The FOX Family Advisor Training Program will equip wealth advisors and family office professionals with the qualitative skills needed to meet the demands of increasingly complex client relationships. Through a unique inside-out-approach, you will wor...
This week, I have the pleasure of speaking with Aggie Johnson, founder and owner of WillKate, a family enterprise consultancy firm serving the full scope of issues and challenges that families of wealth face. A G3 enterprise family member herself, Aggie knows first-hand what it takes to create and sustain a thriving family and family enterprise. ...
We humans approach artificial intelligence (AI) with awe, excitement, and apprehension. It's no longer just a trendy topic discussed in boardrooms and technology labs. It's here beating World Go Champions, predicting the quaternary structures of proteins, inventing mathematical theorems, creating art, and helping our kids with homework. AI has beco...
Please join us on Wednesday, March 20, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. The Corporate Transparency Act Final Rule took effect on January 1, 2024. Hear the latest in terms of implementation of CTA and what other family offices are doing in order to gear up to comply wit...
The Direct Investing Workshop covers the specialized skills and knowledge needed to have an active and successful direct investing platform for your family and family office. During this workshop, attendees will learn the key steps to direct investing, from sourcing deals and due diligence to the best practices in family investment governance....
The Private Trust Company (PTC) has endured the test of time as a robust structure for achieving the multi-generational goals of wealth preservation, stewardship and upholding flourishing families. This program is essential for families currently forming or considering a PTC and insightful to family members and qualified trustees hoping to better u...
At the heart of every family office is one goal – to sustain wealth for generations to come. Over the course of two days, join the FOX community’s most sophisticated private capital investors as they explore and share best practices, market insights and private investment opportunities. This forum provides an opportunity to connect with likemind...
Take your personal and professional growth to the next level at the 2022 FOX Wealth Advisor Forum. This year’s forum will address the myriad of transitions that families are experiencing and how advisors can help them navigate. Additionally, growth is on the mind of advisory firms everywhere, and the educational sessions and networking opportunitie...
If you are looking to register for the 2022 FOX Family Forum, October 24-26 in Atlanta, GA, please click HERE.Join your family office peers at the 2022 FOX Family Office Forum! This program will bring together various c-suite family office executives and senior managers, including HR, legal, tax and technology heads as well as family members, ...
October 24: Reserved for Family Members, Family Office Executives, and FOX Thought Leaders Council Members October 25-26: Open to all FOX MembersAt the 2022 FOX Family Forum, family members, office executives, and their trusted advisors will come together to envisage how to address the critical challenges born from the largest wealth transfer ...
Join FOX at the third annual Technology Showcase!Hear from technology leaders and visionaries in the family office industry as technology needs continue to grow at an exponential rate. The future of connectivity, integration, and next-generation computing are driving changes. Experience first-hand demonstrations from leading vendors focused on fami...